Private client

Private Client Global Exit Strategy

A confidential planning path for high-net-worth Canadians who need Canadian residency risk, assets, foreign residency, banking, and professional handoffs coordinated before a major move.

CAD $7,500+

A confidential global exit strategy for high-net-worth Canadians coordinating Canadian tax residency, assets, foreign residency, banking, and jurisdiction planning.

The work is scoped after an initial review of your facts. Starting pricing does not include separate CPA, tax lawyer, immigration, government, or banking fees unless expressly agreed.

What this can coordinate

  • Canadian tax residency exit risk and evidence plan.
  • Departure-tax issue spotting and asset inventory coordination.
  • Foreign residency, banking, and jurisdiction shortlist review.
  • Professional network handoff for tax, law, immigration, banking, and accounting.

Confidential profile

Map citizenships, family, home access, corporate roles, income, assets, travel, and banking needs.

Risk sequence

Decide what should happen before filing, requesting NR73, selling assets, moving banking, or changing residency.

Expert escalation

Prepare the fact file so qualified professionals can focus on judgment calls instead of reconstructing your facts.

Source basis

Canadian tax residency depends on facts and residential ties. The Canadian side should be reviewed before relying on any foreign residency, banking, or tax-planning strategy.

FAQ

Who is this for?

Private Client Global Exit Strategy is for high-net-worth Canadians, founders, executives, investors, and families coordinating Canadian tax residency, assets, foreign residency, banking, and professional support.

Does this guarantee non-resident status or tax savings?

No. CanadianExit helps organize facts, identify risks, and coordinate the right professional review. CRA and other authorities make their own determinations.

Are local professionals involved?

Where needed, CanadianExit coordinates with qualified CPA, tax lawyer, immigration, banking, accounting, or local-jurisdiction professionals.